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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,049 | $101,795+119.1% | $165,100+35.1% | $80,959+175.5% |
| Participation rate | 86.9% | 71.8%+15.1pp | 78.6%+8.3pp | 67.7%+19.2pp |
| Annual return | 14.04% | 16.73%-2.7pp | 70.21%-56.2pp | 35.67%-21.6pp |
| Employer contribution / active EE | $6,624 | $2,954+124.3% | $4,348+52.3% | $2,757+140.2% |
| Participant deferral / active EE | $4,895 | $4,476+9.4% | $6,035-18.9% | $4,300+13.8% |
| Admin fee / account holder | $10,149 | $8,221+23.5% | $12,696-20.1% | $6,925+46.6% |